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OFC Financial Planning’s Citigroup C Stock Holding History

OFC Financial Planning’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
9,142
+21
+0.2% +$2.73K 1.14% 25
2026
Q1 		$1.03M Buy
9,121
+489
+6% +$55.7K 1.02% 29
2025
Q4 		$1.01M Buy
8,632
+496
+6% +$51.5K 0.96% 29
2025
Q3 		$826K Hold
8,136
– – 0.82% 32
2025
Q2 		$693K Hold
8,136
– – 0.74% 34
2025
Q1 		$578K Hold
8,136
– – 0.65% 36
2024
Q4 		$573K Buy
+8,136
New +$548K 0.6% 39

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

OFC Financial Planning's C Position: Q2 2026 in Review

OFC Financial Planning increased its Citigroup (C) stake by 0.23% in Q2 2026, buying an estimated $2.73K and bringing the position to 9,142 shares worth $1.28M. The position accounts for 1.14% of the portfolio, ranked #25.

OFC Financial Planning first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,686 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • OFC Financial Planning held 9,142 shares of Citigroup worth $1.28M as of Q2 2026.
  • OFC Financial Planning bought 21 Citigroup shares in Q2 2026, an estimated $2.73K.
  • Citigroup made up 1.14% of OFC Financial Planning's portfolio in Q2 2026, its #25 holding.
  • OFC Financial Planning first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 1,686 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.